Record email attributes in signup/ through workflow

Rachel Thompson 3 · February 2024

Hi! Does anyone have experience with using email signup that allows individuals to select certain mailing lists they would like to be a part of? Our organization uses attributes to track if people are interested in research and/or support services for example, and ideally individuals could select this on sign up and it would be integrated in the signup form. If that is not a possibility, is there a way to “poll” respondents in an email workflow? Maybe you can add additional fields in the signup form but ours only has first name, last name and email- and I can't seem to find where to change it in config. Thanks for any help!

Joe Moretti 3 · February 2024

@Rachel Thompson One thing is that workflows in RE NXT are always based on gift amount. The only sign up I was familar with at on time was in RE Online Express. RE NXT does not have anything like that to my knowledge.

Christine Robertson 4 · February 2024

@Rachel Thompson I don't believe that you can customize the email sign ups in Online Express, but I might be mistaken on that.

Austen Brown · February 2024

@Rachel Thompson - Unfortunately you can't change the sign-up form from OLX. If you want to offer more options, you'll need to create one yourself. If you utilize Power Automate there is a potential that you can bring the data into RE from an online census form without much additional work from your team.

Devan Caton · February 2024

@Rachel Thompson We actually have a workaround for this. We have separate pages on our website where people can sign up for a newsletter. When you process the signup request in Online Express, it brings in an attribute on the constituent record showing the URL of the web page where they signed up. We can then delineate which newsletter they signed up for, and we apply our newsletter attribute to that constituent. It's a couple of extra clicks to process a signup, but it works!

Rachel Thompson 3 · February 2024

@Devan Caton this is soo helpful! Would you be ok if I reached out privately to see how you did this? This is exactly what I'm looking for!

Rachel Thompson 3 · February 2024

@Rachel Thompson thanks so much for your help, everyone! Super informative

Devan Caton · February 2024

@Rachel Thompson Absolutely! It was super easy.

Rachel Thompson 3 · February 2024

@Devan Caton would you be able to link which pages on your site use this? I am trying to understand if this might work for us. We do however have multiple newsletters people may want to sign up for at once, so curious how you handle this. Thanks sooo much!

Rachel Thompson 3 · February 2024

@Austen Brown thanks Austen- do you have an example of what this power automate workflow would look like?

Austen Brown · February 2024

@Rachel Thompson - A variation of this flow is covered in the free on-demand accelerator course and I talked about it in more detail in a 2021 RE NXT Geek Out Webinar:

Accelerator Course: https://docs.blackbaud.com/microsoft-connectors-docs/microsoft-power-platform/getting-started/training#accelerator-for-raisers-edge-nxt
RE NXT Geek Out Webinar - ‘Form to NXT’ Flow (start at 47:45): https://event.on24.com/wcc/r/3001030/9774A959C13E67CBD9594E5F3C181515

Devan Caton · February 2024

@Rachel Thompson Here you go! There are 4 listed. Two of them are just online newsletters you can read (like blog posts), but the Pastor's Life and Stewardship Ministry ones are actually email newsletters you can sign up to receive. Let me know if you have any questions!

Record email attributes in signup/ through workflow

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